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JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

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1067 results found

  1. Product details on the authorization page

    Display product name on the auth page when adding upgrades

    2 votes

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  2. debit cards vs credit cards

    Would like the option to have the system choose to block debit card payments

    2 votes

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  3. Tax comes over from SumoQuote standalone

    right now line items come over but tax does not

    2 votes

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  4. RoofScope Measurement Upload

    Please add support for uploading RoofScope measurements into JobNimbus

    2 votes

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  5. Make dropdowns easy

    they are too easy to mouse off of and mess up

    2 votes

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  6. NSE Email Activity Parity

    Currently NSE related emails do not show in the activity feed. The open/click notifications are via email but also do not appear in the activity feed. Replies to that email seem to just disappear. This needs to work like all the other emails do. Activity in the activity feed included sent, replies, delivery status, etc.

    2 votes

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  7. 2 votes

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  8. Feedback - Task Reminders

    One of the things I'd like my staff to do, especially sales and admin, is continually follow up with our clients. I'd like to request an easier way to set reminder tasks for users. I don't know exactly what or how yet but the creating tasks is several steps and cumbersome.

    I would suggest looking at Pipedrive software features for this and see if JN can integrate some of those methodologies. It is very action focused software that doesn't allow you to forget jobs/clients/activites

    2 votes

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  9. Print P&S

    It would be great if we could print our Products & Services List. With and without Hidden items.

    2 votes

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  10. NSE CC/BCC

    With the New Estimates, We need the ability to CC or BCC from the review and share screen. Mobile and Web.

    2 votes

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  11. Ability to print reports

    Would like to print report from JobNimbus. The look of the report as is in JobNimbus is nice.

    2 votes

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  12. Total line item percentage calculation

    Logo wants to be able to have a discount line item calculate from the total estimate amount to not have to manually enter in a different number everytime just like the deposit feature but more as just a single line item.

    2 votes

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  13. Re-Organize ALL Job Fields

    I would like to be able to re-organize my job fields for when I am editing a job. Custom and Default Fields alike.

    2 votes

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  14. Indicate Supplier on NSE Line Items

    With NSE suppliers are indicated for each line item on web, but on mobile the individual line items give no indication if they are linked or not. It would be great if the line items also displayed the supplier icon so it was easier to know if it was a linked product.

    2 votes

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  15. Template Fields for Current Date/Time and other System Info

    Currently, all of the template fields available are referential to other records. However, it would be great if there was an option for Current Date/Time or other data like that. I am trying to create an email template for a time-based automation, but I don't have a way to include the date of the email.

    2 votes

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  16. 2 votes

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  17. Customize Work Order Cards on Web Map

    Would like to be able to customize the work order cards that appear on the web map that you access through the calendar.

    2 votes

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  18. More customized titles for team members

    Custom field for job titles for team members, that will line up with automations better. We don't want to have to change who an automation is sent to every time we hire or fire someone. It would be great to just be able to set the automation to send task to Sales team and tag someone in it, rather than having to assign specific emails tasks etc, to certain people.

    2 votes

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  19. HR software besides Quickbooks

    Something to keep confidential reviews and pay raises or termination paperwork.

    2 votes

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  20. Estimate Viewed Counter JN/SQ

    We have notifications for when an email is opened. It would be great if we also had a counter for how many times it has been opened.

    2 votes

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